Hot Links: Silicon Valley, the New Wall Street

Stuff I’m Reading this Morning…

BlackRock: These four trends ought to remain in place for awhile.  (ETFTrends)

The comeback of the retailer stocks is the most impressive feature of the rally.  (BusinessInsider)

Jamie Dimon: “When I go to Silicon Valley…they all want to eat our lunch. Every single one of them is going to try”  (MoneyBeat)

Felix Salmon sledgehammers Bill Gross.  (Reuters)

Dougie: I don’t know!  (TheStreet)

This is the future of the news business: One enormous twitter stream.  (AndreesenHorowitz)

In praise of having anti-role models and learning from failure.  (MotleyFool)

Lance Roberts: “the act of comparing your portfolio to that of a“benchmark index” will ultimately lead you to taking on too much risk and ultimately making emotionally based investment decisions”  (PragCap)

“The Valley is Wall Street 30 years ago, but at least they’re producing something.”  (HowardLindzon)

We’re starting with the Utopia talk and “New Era” theories, right on time.  (FTAlphaville)

Have we really solved the GS Elevator mystery – or no?  (NYMag)

My book, Backstage Wall Street, available at Amazon

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